A♣ — Asset Allocation Matters

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2 Responses

  1. Dave says:

    Hi Mike

    Do you recommend including your primary residence in the asset spreads. My gut feeling is not to as you need to live somewhere but would be interested to hear your thoughts.

    • Mike Rawson Mike Rawson says:

      Hi Dave,

      I include it, but I know that a lot of people don’t. I have two reasons:

      1 – I live in central London, so I could sell up and move to a much cheaper area, retaining 80% of the money.
      2 – I want to get my asset allocation right, and if I left property out, I would most likely under-allocate to equities.

      But at the end of the day, it’s a personal decision, like most things to do with asset allocation.

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A♣ — Asset Allocation Matters

by Mike Rawson time to read: 3 min
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